Private Banking & Wealth Management: Switzerland 2021 Conference and Awards
Zurich Marriott Hotel
25th May 2022
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Private Banking & Wealth Management: Switzerland 2021 Conference and Awards
Though recent developments required a postponement for Private Banking & Wealth Management Switzerland 2021 from Winter into Spring, we’re excited to announce that we’ve just set the new date!
Join us on 25th May 2022 for Private Banking & Wealth Management Switzerland 2021 at the Zurich Marriott Hotel.
What do I need to do to attend?
Nothing! We’ve taken care of everything to create a seamless transition, and your passes will automatically transfer to the new date.
We never like to move an event as your overall experience is our highest priority. That said, you can expect Private Banking & Wealth Management Switzerland 2021 on 25th May to be better than ever!
We are delighted to announce that the 6th edition of Private Banking & Wealth Management Switzerland 2021 will finally return to Zurich once again, offering a premium in-person event experience. The event will feature a daytime conference, which will be followed by a black-tie gala awards dinner celebrating outstanding achievement in the sector.
Our high-level programme will feature key presentations and panel discussions led by industry leaders from the likes of Societe Generale, BNP Paribas, and Credit Suisse. The 2021 agenda will cover the latest cutting-edge discussion points across private banking strategy, client relationship management post-Covid, investment market trends, and digital innovation.
As the unrivalled event in Switzerland, the Private Banking & Wealth Management Switzerland Conference & Awards is an exclusive and long-overdue opportunity for the industry to connect and recognise the latest successes in the Swiss market.
We look forward to welcoming you at the 2021 edition.
A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES
TESTIMONIALS
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‘That was a superb day, it feels like we’ve been at a real, in person, conference!’ Worldwide Clinical Trials
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‘A great event, I met more people than I do at an in-person event and I’ve got loads of follow ups’ Conversis
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‘The whole setting is actually very well accomplished! Thanks again for the invitation!’ Apogenix AG

Manuel Blanco
Managing Director, Head Private Banking, Gstaad International,Credit Suisse
Biography: Proven track record in growing markets & systematic business development & sustainable growth with UHNW & HNWI clients (Global Market Place) Talent Development & sharpen RM skills for future growth Founder and Board Member of Impact Gstaad Association (Sustainability Summit 17 Sustainable Development Goals) & Impact Summit Gstaad
Session Details: Ethical Wealth: Meeting Client Values Through ESG, Sustainable, and Impact Investments 25-05-2022, 2:10 pm Panel discussion | How to Preserve Private Wealth and Create a Resilient Investment Strategy? 25-05-2022, 2:50 pm View In Agenda

James Gifford
Head of Sustainable & Impact Advisory and Thought Leadership,Credit Suisse
Biography:
Session Details: Ethical Wealth: Meeting Client Values Through ESG, Sustainable, and Impact Investments 25-05-2022, 2:10 pm Panel discussion | How to Preserve Private Wealth and Create a Resilient Investment Strategy? 25-05-2022, 2:50 pm View In Agenda

Dorothée Chapuis
Head of CSR - Head of Marketing,Société Générale
Biography:
Session Details: Keynote address | How Can Private Banking & Wealth Management Excel in an Ever-changing Post-Covid World? 25-05-2022, 9:00 am Leaders’ forum and Q&A | What is the Future of Private Banking and Wealth Management in 2022 and Beyond? 25-05-2022, 10:40 am View In Agenda

Alexandre Liebmann
Head of Strategic Clients,BNP Paribas Wealth Management Switzerland
Biography:
Session Details: UHNW Client Satisfaction: Key Secrets to Succeed 25-05-2022, 9:40 am Leaders’ forum and Q&A | What is the Future of Private Banking and Wealth Management in 2022 and Beyond? 25-05-2022, 10:40 am View In Agenda

Stefan Kirsch
Managing Director, CWMA,Bergos Privatbank AG
Biography:
Session Details: How has the pandemic reignited the Swiss Market as a safe haven for international private wealth? 25-05-2022, 4:00 pm Discussion and Q&A | How Private Banks & Wealth Firms Can Stay One Step Ahead 25-05-2022, 4:55 pm View In Agenda

Fadi Halout
CEO,BankMed (Suisse) SA
Biography:
Session Details: Panel Discussion | How to Create a First-Class Offering with Client Values at the Core? 25-05-2022, 12:30 pm View In Agenda

Jonathan Duncan
Chief Impact Officer,REYL
Biography:
Session Details: Building Trust by Aligning with Client Sustainability Values: Anticipating Shifting Client Priorities/Expectations 25-05-2022, 11:50 am Panel Discussion | How to Create a First-Class Offering with Client Values at the Core? 25-05-2022, 12:30 pm View In Agenda

Ilaria Russo
Senior Relationship Manager,Decisive Capital Management
Biography:
Session Details: Private Client Profiles: Putting the Spotlight on How Client Bases are Evolving 25-05-2022, 11:50 am Debate | How Much Should the Client Service be Digitalised? 25-05-2022, 12:30 pm View In Agenda

Felix Brill
Chief Investment Officer,VP Bank
Biography:
Session Details: Delivering Automated Content and Advisory in the Wake of Covid-19 25-05-2022, 4:20 pm Discussion and Q&A | How Private Banks & Wealth Firms Can Stay One Step Ahead 25-05-2022, 4:55 pm View In Agenda

Thomas Bosshard
CEO,Adviscent
Biography:
Session Details: Delivering Automated Content and Advisory in the Wake of Covid-19 25-05-2022, 4:20 pm Discussion and Q&A | How Private Banks & Wealth Firms Can Stay One Step Ahead 25-05-2022, 4:55 pm View In Agenda

Hanspeter Wolf
Former CEO & Co-Founder of Appway,FNZ CTO
Biography:
Session Details: Opening up wealth together: How private banks can thrive in the digital era 25-05-2022, 10:00 am Leaders’ forum and Q&A | What is the Future of Private Banking and Wealth Management in 2022 and Beyond? 25-05-2022, 10:40 am View In Agenda

Christine Ciriani
CEO,InvestCloud
Biography:
Session Details: Revolutionizing sales effectiveness with a single digital platform – a live case 25-05-2022, 11:30 am View In Agenda

Alberto Velasco
Global Director, Wealth Advisors Platform,Refinitiv
Biography:
Session Details: Wealth Innovation: Creating superior client experiences through the power of data and analytics 25-05-2022, 12:10 pm Debate | How Much Should the Client Service be Digitalised? 25-05-2022, 12:30 pm View In Agenda

Jens Rabe
COO,Unblu
Biography:
Session Details: Human touch through digital Channels: How digital client servicing is changing the private banking experience 25-05-2022, 12:10 pm Panel Discussion | How to Create a First-Class Offering with Client Values at the Core? 25-05-2022, 12:30 pm View In Agenda

Martin De Heus
EMEA Director, Enterprise and Corporate Solutions,Moxo
Biography: I have a background in the IT tech industry and I advised European enterprise businesses in their digital transformation journeys. I am passionate about challenging our customers to reach the best possible outcome and I always strive to be the guide for our clients and work on long-term partnerships. It is great to help companies transforming into customer centric organizations with an 'outside-in' mindset. I am based in Amsterdam and I look after Moxtra's EMEA business.
Session Details: Orchestrating Client Interaction Workflows across the Private Wealth Client Lifecycle 25-05-2022, 9:20 am Leaders’ forum and Q&A | What is the Future of Private Banking and Wealth Management in 2022 and Beyond? 25-05-2022, 10:40 am View In Agenda

Carmine Cammarota
Country Head of Switzerland,Prometeia
Biography: Technical education with a Computer Science diploma from the Swiss Federal Institute of Technology in Zurich. Later, a few years later, I obtained a Master's degree in Business Administration. Professionally I have about 25 years of experience in the IT and financial sector, working for banks, data and software providers such as Bloomberg and leading banking outsourcing companies in Switzerland. I have covered various managerial roles and responsibilities in departments dealing with business and technology architecture at 360 degrees in the banking sector, with a particular focus on wealth & asset management. From October 2019 I assume the role of country head for Prometeia Switzerland. Born and living in Switzerland between Lugano and Zurich.
Session Details: Back together: Analog advice in a digital world 25-05-2022, 10:20 am Leaders’ forum and Q&A | What is the Future of Private Banking and Wealth Management in 2022 and Beyond? 25-05-2022, 10:40 am View In Agenda

Andreas Kunzmann
Member of the Board of Directors,Lusee AG
Biography:
Session Details: Back together: Analog advice in a digital world 25-05-2022, 10:20 am View In Agenda

Alexander Stumpfegger
Chief Sales Officer,CID
Biography:
Session Details: How thematic intelligence powers prospecting, client monitoring, and customised investment solutions 25-05-2022, 2:30 pm Panel discussion | How to Preserve Private Wealth and Create a Resilient Investment Strategy? 25-05-2022, 2:50 pm View In Agenda

Delia Steiner
Country Manager CH/LI,Aixigo
Biography:
Session Details: Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently 25-05-2022, 11:30 am Debate | How Much Should the Client Service be Digitalised? 25-05-2022, 12:30 pm View In Agenda

Mahesh Bulchandani
CEO,FINIQ
Biography: Mahesh Bulchandani is the CEO and Director of FinIQ in Europe. He joined eight years ago to work with the company, to support its business growth and to assist in product development. Prior to joining FinIQ he worked in banking for 15 years, at Citi, Merrill and JP Morgan across various locations such as London, Hong Kong, Tokyo and Singapore. His last position before FinIQ was with JP Morgan, where he was heading sales and structuring for Asia.
Session Details: Making Investment Products Accessible to Global Clients 25-05-2022, 1:50 pm Panel discussion | How to Preserve Private Wealth and Create a Resilient Investment Strategy? 25-05-2022, 2:50 pm View In Agenda

Andy Feitknecht
Customer Success Director,Smart Communications
Biography:
Session Details: Digital Client Reporting: Hyper-personalized Customer Experience for High-Value Financial Advisory 25-05-2022, 3:40 pm Discussion and Q&A | How Private Banks & Wealth Firms Can Stay One Step Ahead 25-05-2022, 4:55 pm View In Agenda

Christian Hoffman
Senior Solution Architect,Smart Communications
Biography:
Session Details: Digital Client Reporting: Hyper-personalized Customer Experience for High-Value Financial Advisory 25-05-2022, 3:40 pm View In Agenda

Zaliia Gindullina
Head of Business Development,Kidbrooke
Biography: Zaliia is the Head of Business Development at Kidbrooke, a WealthTech API-provider empowering the industry with cutting-edge financial analytics. Driven by a passion for technology and finance, she believes that digital innovation can upgrade the wealth management sector to the next, more engaging, transparent and comprehensive level. Zaliia holds another position as a Vice-Chairwoman at the Nordic RegTech Association.
Session Details: View In Agenda

Dr. Michael Völter
Chairman,Rubinstein & Schmiedel AG
Biography:
Session Details: Panel discussion | How to Preserve Private Wealth and Create a Resilient Investment Strategy? 25-05-2022, 2:50 pm View In Agenda

Ákos Szalay
Product Head – Wealth Portal,Dorsum Ltd.
Biography:
Session Details: Lunch and Networking Sponsored by Dorsum Ltd. 25-05-2022, 12:50 pm View In Agenda

Frederic Leuliet
CRM & Marketing Automation Global PO,BNPP Wealth Management
Biography:
Session Details: Revolutionizing sales effectiveness with a single digital platform – a live case 25-05-2022, 11:30 am View In Agenda







For more information, visit InvestCloud.com.














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SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities for the conference, please contact:
Ray Giddings
Director of Events
T: +44 (0)20 7936 6512
E: Ray.Giddings@arena-international.com
If you would like to discuss a media partnership collaboration, please contact:
Kadin Luong
Digital Marketing Manager
E: Kadin.luong@arena-international.com
SPEAKING OPPORTUNITIES
The Private Banking & Wealth Management Switzerland programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Amy Malkani
Senior Conference Producer
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com